• Mastering responsibilities of supervisor
• Acting as a tax resource for staff to assist with complex technical questions and issues that arise
• Reviewing returns prepared by staff including those dealing with specialized issues
• Promoting the most efficient operation of the firm by planning engagements and managing professional personnel
• Consistently demonstrating the ability to identify and properly account for technical issues/areas in each engagement assigned.
• Performing complex tax research and recommending solutions to presented problems
• Preparing tax projections and performing tax planning for more complex clients
• Supervising staff, seniors, and supervisors and evaluating their performance and providing them with feedback in regard to the evaluations
• Assuming responsibility for the progress of work during an engagement in relation to budgeted time and scheduled dates of completion
• Acting as primary contact for various clients and maintaining contact with the client throughout the year
• Expanding expertise in their assigned areas
• Keeping the partners informed of all important developments in the work, analyzing the major problems that occur and/or potential problems and recommending solutions
• Meeting with prospective clients and assisting with preparation of proposals
• Recognizing opportunities to provide additional services (cross-selling) to clients
• Preparing bills for clients for review by PIC
• Beginning to understand the firm’s philosophy; aligning with philosophies and views held by the partners
• Dealing directly with the client’s attorneys or brokers when needed
• Resolving problems with the partner’s approval and reviewing the work papers, financial statements and reports
• Communicating tax developments to the firm and assisting with the implementation of tax code changes
• Participating in firm administrative functions/projects as assigned by partners/principals and completing these tasks in a timely manner
• Developing cross-departmental working relationships to ensure proper completion of all client engagements
• Acting as a mentoring resource to help staff grow and progress in their careers

Qualifications:

- Bachelor’s and/or advanced degree in accounting or CPA certified

- Minimum of  3-4 years’ experience as a Supervisor/Mgr. (or equivalent experience as deemed appropriate by the partners/principals)

- Membership in AICPA and NCACPA, as applicable

- Proficiency in use of computers and tax software programs

- Completion of career development CPE requirements designed to enhance management and communication skills

- Excellent time management and organizational skills

- Demonstrate initiative, creativity and imagination 

- Valid driver’s license and good MVR

Essential Physical Requirements:

- Fine hand manipulation in keyboarding 5-7 hours per day

- Fine hand manipulation using calculator/adding machine 2-4 hours per day

- Travel, as needed